HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU BiVrMDAL3 7r,�)4 E OF APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERIT&IL.lbiIISYON OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
-t r: - Vitt
PO BOX 28ra4c 0
W ,,
HARRISBUR _A 1 129-:0601
DATE 11-10-2014
nill in� 10 ESTATE OF YOHN MARY R
C L E DATE OF DEATH 07-27-2013
OR PH A T FILE NUMBER 21 13-0870
COUNTY CUMBERLAND
L t' THOMAS� E ACN 101
10 W HIGH ST APPEAL DATE: 01-09-2015
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
Ri�---1-5�-7--Ei--A-F�--C-0-8--i-3-)-;-O-T-IEi--O-F-i-N-H-Ei-I-T-A;E-E-iii--A��-R-Ai--E-M-E�i-,--AEE-0-Wi�-C-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOHN MARY RFILE NO. :21 13-0870 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4)- .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,822.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7)- .00
B. Total Assets (8) 3,822.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,231.33
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .0 0
11. Total Deductions (11) 15,231.33
12. Net Value of Tax Return (12) 11,408.45-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 300,855.82
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) Mnfl.89,9;-82 x 045 = 13,538.51
17. Amount of Line 14 at sibling rate (17) .011 x 12 =
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00
19. Principal Tax Due (19)= 13,538.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-15-2013 CDO18248 676.93 13,000.00
04-01-2014 CDO18967 .00 367.68
TOTAL TAX PAYMENT 14,044.61
BALANCE OF TAX DUE 506. 10CR
INTEREST AND PEN. .00
TOTAL DUE 506. 10CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
\J1